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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $592,111 | $77,920+659.9% | $149,723+295.5% | $75,177+687.6% |
| Participation rate | 97.4% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.2pp |
| Annual return | 20.12% | 31.72%-11.6pp | 134.50%-114.4pp | 160.75%-140.6pp |
| Employer contribution / active EE | $22,206 | $3,138+607.6% | $4,821+360.6% | $2,671+731.4% |
| Participant deferral / active EE | $16,941 | $3,411+396.6% | $5,682+198.1% | $4,126+310.6% |
| Admin fee / account holder | $27,587 | $5,951+363.6% | $13,215+108.8% | $5,651+388.1% |